Overview
The Documents Signed Complete trigger starts a workflow when all required documents for a booking have been signed in your CaptainBook system.
When It Triggers
All required documents for a booking are signed
Final signature is completed
Document signing process is fully completed
Use Cases
Send completion confirmation
Release booking holds
Notify staff that documents are ready
Process final payments
Update booking status
Send to external systems
Create follow-up tasks
Generate signed document copies
Configuration
This trigger requires no additional configuration. It automatically triggers when all required documents for a booking are signed.
Available Data
When this trigger fires, it provides a booking object with comprehensive booking information, including document signing status.
Booking Object Structure
The booking object includes all standard booking fields. You can check document-related information through booking properties.
Accessing Booking Data
{booking.id}
{booking.customer_id}
{booking.confirmed_at}Note: Document-specific details are available through the booking model. The trigger fires when the signing process is complete.
Example Workflows
1. Send Completion Confirmation
Workflow Steps:
Trigger: Documents Signed Complete
Action: Get Booking (if needed)
Action: Send Notification
To:
{booking.customer.email}Subject: "Documents Signed - Booking Confirmed"
Body: Confirmation that all documents are complete
2. Process Final Payment
Workflow Steps:
Trigger: Documents Signed Complete
Action: Get Booking
Condition: If final payment is pending
Action (True): Send Webhook (process payment)
Action: Update Booking (mark payment processed)
3. Notify Operations Team
Workflow Steps:
Trigger: Documents Signed Complete
Action: Get Booking
Action: Send Notification
To: Operations team
Subject: "All Documents Signed for Booking {booking.id}"
Body: Booking details and next steps
4. Update External System
Workflow Steps:
Trigger: Documents Signed Complete
Action: Get Booking
Action: Send Webhook
URL: External system endpoint
Payload: Booking and document completion status
5. Generate Document Copies
Workflow Steps:
Trigger: Documents Signed Complete
Action: Get Booking
Action: Send Webhook
URL: Document generation service
Payload: Request signed document PDFs
Action: Send Notification (attach documents)
Testing
When testing this trigger:
Select a booking with all documents signed
The workflow will use that booking's data
Review execution logs to verify booking information
Test Data
The trigger provides access to bookings where:
All required documents are signed
Signatures match requirements
Booking is confirmed
Best Practices
Verify completion - Ensure all documents are actually signed
Get booking details - Use "Get Booking" action for full context
Process promptly - Act on completed documents quickly
Store documents - Archive signed documents securely
Notify all parties - Inform customer, staff, and partners
Handle errors - Set up notifications for processing failures